Latest Institutional Purchases of Williams Sonoma Inc (WSM)
This list provides information on the latest institutional transactions involving Williams Sonoma Inc (WSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 122.05% |
$145K - $317K
|
2.05K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 134.17% |
$144K - $315K
|
1.96K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.11K+ 91.08% |
$143K - $313K
|
2.34K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.09K+ 100.0% |
$140K - $306K
|
2.18K
$285K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 94.28% |
$140K - $306K
|
2.24K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.08K+ 96.33% |
$138K - $302K
|
2.19K
$287K
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.07K+ 100.0% |
$138K - $301K
|
2.14K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.04K+ 107.32% |
$134K - $292K
|
2.01K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04K+ 47.64% |
$133K - $292K
|
3.22K
$421K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
1.04K+ 99.43% |
$133K - $292K
|
2.08K
$272K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 82.91% |
$133K - $290K
|
2.28K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.02K+ 141.0% |
$131K - $286K
|
1.74K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.01K+ 100.0% |
$130K - $284K
|
2.02K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.01K+ 78.52% |
$129K - $282K
|
2.29K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1K+ 100.0% |
$128K - $281K
|
2K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
1KNew |
$128K - $281K
|
1K
$131K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$128K - $281K
|
2K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
986+ 107.52% |
$127K - $277K
|
1.9K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
982+ 100.31% |
$126K - $276K
|
1.96K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
980+ 113.56% |
$126K - $275K
|
1.84K
$241K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
979+ 103.93% |
$126K - $275K
|
1.92K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
969+ 74.94% |
$124K - $272K
|
2.26K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
960New |
$123K - $270K
|
960
$125K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
950+ 100.0% |
$122K - $267K
|
1.9K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
937+ 100.21% |
$120K - $263K
|
1.87K
$245K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
923+ 116.98% |
$119K - $259K
|
1.71K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
883+ 99.55% |
$113K - $248K
|
1.77K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
880+ 100.0% |
$113K - $247K
|
1.76K
$230K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
867+ 101.05% |
$111K - $244K
|
1.73K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
860+ 100.0% |
$110K - $242K
|
1.72K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
833+ 81.59% |
$107K - $234K
|
1.85K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
830+ 100.0% |
$107K - $233K
|
1.66K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
826+ 100.0% |
$106K - $232K
|
1.65K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
825+ 179.35% |
$106K - $232K
|
1.29K
$168K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
819+ 100.86% |
$105K - $230K
|
1.63K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
806+ 100.0% |
$104K - $226K
|
1.61K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
801+ 100.0% |
$103K - $225K
|
1.6K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
796+ 69.82% |
$102K - $224K
|
1.94K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
794+ 67.92% |
$102K - $223K
|
1.96K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
782+ 83.1% |
$100K - $220K
|
1.72K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
763+ 137.23% |
$98K - $214K
|
1.32K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
755+ 100.0% |
$97K - $212K
|
1.51K
$197K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
754+ 100.0% |
$96.9K - $212K
|
1.51K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
750+ 100.0% |
$96.4K - $211K
|
1.5K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
746+ 99.2% |
$95.8K - $210K
|
1.5K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
746+ 100.0% |
$95.8K - $210K
|
1.49K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
739New |
$94.9K - $208K
|
739
$96.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 100.0% |
$92.5K - $202K
|
1.44K
$188K
|